WallStSmart

Apollo Global Management LLC Class A (APO)vsEquus Total Return Closed Fund (EQS)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Apollo Global Management LLC Class A generates 2278633% more annual revenue ($31.29B vs $1.37M). APO leads profitability with a 3.7% profit margin vs 0.0%. APO earns a higher WallStSmart Score of 44/100 (D).

APO

Hold

44

out of 100

Grade: D

Growth: 4.7Profit: 5.0Value: 5.0Quality: 2.8
Piotroski: 1/9Altman Z: 0.07

EQS

Avoid

21

out of 100

Grade: F

Growth: 2.0Profit: 2.5Value: 5.0Quality: 6.8
Piotroski: 2/9

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

APO3 strengths · Avg: 8.3/10
Market CapQuality
$73.67B9/10

Large-cap with strong market position

PEG RatioValuation
0.678/10

Growing faster than its price suggests

Free Cash FlowQuality
$1.62B8/10

Generating 1.6B in free cash flow

EQS2 strengths · Avg: 10.0/10
Price/BookValuation
1.1x10/10

Reasonable price relative to book value

Debt/EquityHealth
0.0710/10

Conservative balance sheet, low leverage

Areas to Watch

APO4 concerns · Avg: 2.5/10
Profit MarginProfitability
3.7%3/10

3.7% margin — thin

Piotroski F-ScoreQuality
1/93/10

Weak financial health signals

P/E RatioValuation
80.9x2/10

Premium valuation, high expectations priced in

Revenue GrowthGrowth
-9.2%2/10

Revenue declined 9.2%

EQS4 concerns · Avg: 2.8/10
Market CapQuality
$18.02M3/10

Smaller company, higher risk/reward

Profit MarginProfitability
0.0%3/10

0.0% margin — thin

Piotroski F-ScoreQuality
2/93/10

Weak financial health signals

Return on EquityProfitability
-61.5%2/10

ROE of -61.5% — below average capital efficiency

Comparative Analysis Report

WallStSmart Research

Bull Case : APO

The strongest argument for APO centers on Market Cap, PEG Ratio, Free Cash Flow. PEG of 0.67 suggests the stock is reasonably priced for its growth.

Bull Case : EQS

The strongest argument for EQS centers on Price/Book, Debt/Equity.

Bear Case : APO

The primary concerns for APO are Profit Margin, Piotroski F-Score, P/E Ratio. A P/E of 80.9x leaves little room for execution misses. Thin 3.7% margins leave little buffer for downturns.

Bear Case : EQS

The primary concerns for EQS are Market Cap, Profit Margin, Piotroski F-Score.

Key Dynamics to Monitor

APO carries more volatility with a beta of 1.52 — expect wider price swings.

EQS is growing revenue faster at -1.2% — sustainability is the question.

APO generates stronger free cash flow (1.6B), providing more financial flexibility.

Monitor ASSET MANAGEMENT industry trends, competitive dynamics, and regulatory changes.

Bottom Line

APO scores higher overall (44/100 vs 21/100). Both earn "Hold" and "Avoid" ratings respectively — the choice depends on your investment horizon and risk tolerance.

This analysis is generated from publicly available financial data. Not financial advice.

Apollo Global Management LLC Class A

FINANCIAL SERVICES · ASSET MANAGEMENT · USA

Apollo Global Management LLC Class A (APO) is a premier global alternative investment firm renowned for its strategic focus on private equity, credit, and real estate investments across diverse sectors including healthcare, financial services, and technology. The firm utilizes a rigorous investment approach, drawing on extensive industry expertise and operational insights to optimize portfolio performance and drive long-term growth. With a commitment to identifying lucrative investment opportunities in both developed and emerging markets, Apollo aims to generate attractive risk-adjusted returns for its investors, backed by its significant capital resources and innovative strategies.

Equus Total Return Closed Fund

FINANCIAL SERVICES · ASSET MANAGEMENT · USA

Equus Total Return Closed Fund (EQS) is a closed-end investment company dedicated to delivering long-term capital appreciation through strategic investments in distressed and undervalued equity and debt securities. The Fund employs a disciplined investment approach, leveraging unique market opportunities and expert collaboration to enhance return potential. By constructing a diversified portfolio tailored to navigate complex turnaround situations, EQS offers institutional investors a robust platform for capital deployment while emphasizing rigorous risk management practices.

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